Fund Existence
almost 37 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.84
Assets in Top Ten Holdings
166M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
9.39M
Number of Long Holdings
108.00
Number of Net Holdings
109.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
18.73%
Annual Yield % from dividends
1.99
Returns for 3 years
-29.20
Returns for 10 years
-14.60